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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Fusion Family Wealth, LLC financial advisors in Woodbury, NY

Every SEC-registered investment adviser representative at a Fusion Family Wealth, LLC office in Woodbury, A to Z.

The short answer

5 registered advisors work at Fusion Family Wealth, LLC in Woodbury, out of 5 at the firm nationwide; it ranks number 8 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Fusion Family Wealth, LLC advisors in Woodbury, A to Z

Every Fusion Family Wealth, LLC advisor →

Fusion Family Wealth, LLC advisors in every city and state →Fusion Family Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Woodbury

All Woodbury advisors →

Vanderbilt Advisory Services 83Wells Fargo Clearing Services, LLC 39Consolidated Portfolio Review Corp. 36MML Investors Services, LLC 28Raymond James & Associates, Inc. 7Maxim Financial Advisors LLC 6Cetera Investment Advisers LLC 5Trident Advisors LLC 4J.P. Morgan Securities LLC 3LPL Financial LLC 3

Questions

How many financial advisors does Fusion Family Wealth, LLC have in Woodbury?

5 investment adviser representatives are registered at Fusion Family Wealth, LLC offices in Woodbury, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Fusion Family Wealth, LLC one of the largest advisor employers in Woodbury?

Fusion Family Wealth, LLC ranks number 8 in Woodbury by registered advisors; Vanderbilt Advisory Services has the most, with 83.

How do I check a Fusion Family Wealth, LLC advisor in Woodbury?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Fusion Family Wealth, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.